Holistic Financial Partners’s Alphabet (Google) Class C GOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $637K | Buy |
2,220
+28
| +1% | +$8.8K | 0.24% | 49 |
|
|
2025
Q4 | $688K | Sell |
2,192
-28
| -1% | -$8.02K | 0.25% | 48 |
|
|
2025
Q3 | $541K | Sell |
2,220
-58
| -3% | -$12.2K | 0.22% | 56 |
|
|
2025
Q2 | $404K | Buy |
2,278
+5
| +0.2% | +$826 | 0.18% | 66 |
|
|
2025
Q1 | $355K | Buy |
2,273
+11
| +0.5% | +$2.01K | 0.17% | 72 |
|
|
2024
Q4 | $431K | Sell |
2,262
-7
| -0.3% | -$1.24K | 0.21% | 59 |
|
|
2024
Q3 | $379K | Buy |
2,269
+138
| +6% | +$23.4K | 0.18% | 66 |
|
|
2024
Q2 | $391K | Sell |
2,131
-522
| -20% | -$88.8K | 0.2% | 62 |
|
|
2024
Q1 | $404K | Buy |
2,653
+6
| +0.2% | +$866 | 0.21% | 64 |
|
|
2023
Q4 | $373K | Hold |
2,647
| – | – | 0.22% | 63 |
|
|
2023
Q3 | $349K | Buy |
2,647
+8
| +0.3% | +$1.04K | 0.23% | 58 |
|
|
2023
Q2 | $319K | Sell |
2,639
-208
| -7% | -$24.1K | 0.22% | 64 |
|
|
2023
Q1 | $296K | Sell |
2,847
-56
| -2% | -$5.41K | 0.23% | 69 |
|
|
2022
Q4 | $258K | Buy |
2,903
+43
| +2% | +$4.1K | 0.23% | 74 |
|
|
2022
Q3 | $275K | Buy |
2,860
+20
| +0.7% | +$2.23K | 0.27% | 61 |
|
|
2022
Q2 | $311K | Buy |
2,840
+100
| +4% | +$11.8K | 0.29% | 55 |
|
|
2022
Q1 | $383K | Sell |
2,740
-80
| -3% | -$10.9K | 0.24% | 54 |
|
|
2021
Q4 | $408K | Sell |
2,820
-40
| -1% | -$5.78K | 0.24% | 59 |
|
|
2021
Q3 | $381K | Buy |
2,860
+240
| +9% | +$33.1K | 0.23% | 60 |
|
|
2021
Q2 | $328K | Hold |
2,620
| – | – | 0.2% | 75 |
|
|
2021
Q1 | $271K | Sell |
2,620
-820
| -24% | -$81.4K | 0.18% | 87 |
|
|
2020
Q4 | $301K | Buy |
3,440
+160
| +5% | +$13.5K | 0.21% | 70 |
|
|
2020
Q3 | $241K | Buy |
3,280
+320
| +11% | +$24.4K | 0.19% | 73 |
|
|
2020
Q2 | $209K | Sell |
2,960
-600
| -17% | -$40.5K | 0.18% | 72 |
|
|
2020
Q1 | $207K | Buy |
3,560
+160
| +5% | +$10.9K | 0.21% | 62 |
|
|
2019
Q4 | $227K | Hold |
3,400
| – | – | 0.14% | 97 |
|
|
2019
Q3 | $207K | Sell |
3,400
-480
| -12% | -$28.4K | 0.18% | 74 |
|
|
2019
Q2 | $210K | Hold |
3,880
| – | – | 0.21% | 71 |
|
|
2019
Q1 | $228K | Buy |
+3,880
| New | +$218K | 0.1% | 103 |
|
|
2018
Q4 | – | Sell |
-3,520
| Closed | -$210K | – | 72 |
|
|
2018
Q3 | $210K | Buy |
+3,520
| New | +$211K | 0.2% | 70 |
|
|
2018
Q2 | – | Sell |
-3,520
| Closed | -$182K | – | 168 |
|
|
2018
Q1 | $182K | Sell |
3,520
-100
| -3% | -$5.52K | 0.15% | 73 |
|
|
2017
Q4 | $189K | Buy |
+3,620
| New | +$184K | 0.16% | 76 |
|
Other funds holding GOOG
VCM
VPM
Holistic Financial Partners's GOOG Position: Q1 2026 in Review
Holistic Financial Partners increased its Alphabet (Google) Class C (GOOG) stake by 1.3% in Q1 2026, buying an estimated $8.8K and bringing the position to 2,220 shares worth $637K. The position accounts for 0.24% of the portfolio, ranked #49.
Holistic Financial Partners first reported a position in GOOG in Q4 2017 and has held it in 32 quarters since. The position peaked at $688K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.
- Holistic Financial Partners held 2,220 shares of Alphabet (Google) Class C worth $637K as of Q1 2026.
- Holistic Financial Partners bought 28 Alphabet (Google) Class C shares in Q1 2026, an estimated $8.8K.
- Alphabet (Google) Class C made up 0.24% of Holistic Financial Partners's portfolio in Q1 2026, its #49 holding.
- Holistic Financial Partners first reported a position in Alphabet (Google) Class C in Q4 2017 and has held it in 32 quarters since.
- Holistic Financial Partners's Alphabet (Google) Class C position peaked at $688K in Q4 2025.
- 5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.
Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.